Our Services

Financial Life Plans

Comprehensive, Personalized Financial Planning

  • Goal-setting, Risk evaluation, and Portfolio Development 

  • Cash-Flow Management / Budgeting

  • Investment Management

  • Tax minimization

  • Retirement, education, and estate planning

  • Scenario modeling, forecasting, and Monte Carlo analysis

  • Debt Management

  • Insurance guidance

Cost: 1% of Annual Gross Income + 0.5% of Investable Assets

Wealth Management

On-Going Advice, Coaching, Management and Review

  • On-Demand Advice in all areas of your Financial Life Plan

  • On-going Wealth Management

  • Tax Minimization Strategies

  • 1-on-1 Review and Action Item meetings at least twice / year

  • Action Item Accountability

  • Income Tax Preparation (depending on complexity)

  • Financial Education articles regularly (if desired)

Cost: $250-$850/month (based on complexity)

One-time Problem-Solving

Typically 1-1.5 hours

  • General Financial Advice

  • Investments: 2nd Opinion

  • Asset Allocation for Tax Efficiency

  • Tax Minimization Advice

Cost: $300 or $500